Tips from a Seasoned Investor to Every Business Owner

April 26, 2021

I recently sat down with my team for an impromptu interview session (they still occasionally like to pick my brain), and their questions highlighted some points during the Percipio brand story that are relevant to most business owners. I share these tips candidly with you as they are the same pieces of advice, I would […]

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These 6 Core Values Create Long-Term Success

April 13, 2021

Having built, acquired, and merged several companies, I can attest to the power of solid core values and the value they truly add to the bottom line—and to the engagement, culture, and general attitude of a workforce. Core values have real, tangible value to a business, which is why we chose those at Percipio so […]

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Percipio Partners featured on KC SmartPort Blog

April 12, 2021

The following was posted on the KC SmartPort Blog on April 6, 2021. March of 2020 was the beginning of a new wave of massive change in the workforce. Words and phrases we have never used before crept into our daily conversations: Lockdown, Pandemic, Quarantine, “Blursday”. One thing that didn’t change was the continued growth […]

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Scalability and Growth: Team Readiness

March 11, 2021

Not just another technology expense. In today’s market, identifying your technology resources through an investment lens can be very productive. Making the right investment for technology starts with the team supporting and delivering the technology. If you want to increase effective business growth through your technology investment, outsourcing some activities may be an important tool […]

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Run Towards The Fire: How To Make Bold Investment Moves During Stressful Times

March 4, 2021

In today’s tumultuous markets, there are a lot of questions around making the “right” investment. If you want to increase your risk tolerance—or make the most of the risk tolerance you have—those questions should be less about where, when and what. Strong, bold choices start with how. Set your criteria for screening opportunities. First, identify […]

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Beyond due diligence: How to spot (and capture) a great investment opportunity

February 4, 2021

Last June, as I sat alone in lockdown to write my quarterly newsletter, I referred to the pandemic as a Black Swan event. Technically, this is inaccurate—I, like many others, was confusing cause and effect. While the effect of shutdowns was dramatic, true Black Swans come out of nowhere and are obvious only in hindsight. […]

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5 Budget Questions Every Business Owner Should Know How to Answer

January 19, 2021

It’s January, and for many businesses, that means fresh goals, fresh budgets, and fresh eyes on the horizon. And, for many businesses, despite these best-laid plans and intentions, it’s the start of a long year of “winging it.” I’m writing this article today to help you avoid that particular disaster. I’ve supported, invested, and led […]

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Fed Cattle Exchange Acquired by Central Stockyards, LLC

July 28, 2020

Congratulations to Forrest Roberts, CEO of Central Stockyards, and to his team for the successful acquisition of the Fed Cattle Exchange. A lot of hard work went into this, and it is great to see one of Percipio’s portfolio companies start to gain momentum.

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Succession Planning For Business

Succession Planning for Business: Why You Need a Financial Consultant

March 19, 2020

Knowing what succession plans are and understanding the importance of succession planning for business continuity are two very different things. There are four essential considerations for an effective and reliable succession plan.

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Land as a Resource: Diversifying Your Portfolio With Farmland Investment

Land As a Resource: When To Consider Farmland Investment

February 27, 2020

Across the spectrum of real estate investments, agricultural land falls on the conservative side. The return expectations you can get with it are lower than in some other asset classes. But for the right amount of capital, or if you have significant cash holdings with a low rate of return, it can make a lot of sense.

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